What are the responsibilities and job description for the Executive Assistant II position at SFBCIC?
Do you have exceptional administrative and organizational skills? Are you an independent problem-solver who thrives on making critical decisions every day? If you’re excited about leveraging AI and exploring innovative automation tools to streamline processes, this role is for you! As an Executive Assistant II, you’ll play a key part in supporting an evolving insurance brokerage operation while driving efficiency and embracing new technologies.
Responsibilities
- Prepare correspondence and reports; coordinate, prepare, and distribute materials as needed.
- Maintain and update department manuals and guidebooks to ensure compliance with policies.
- Address operational challenges and make timely, informed decisions to resolve issues effectively.
- Identify opportunities to improve processes and implement innovative solutions.
- Create, maintain, and update agent appointment records daily.
- Manage and update agency client database using proprietary systems on a daily/weekly basis.
- Work independently with minimal supervision; assist in onboarding and training new staff.
- Serve as an administrative liaison with internal and external stakeholders on matters such as purchasing and operations.
- Perform other duties as assigned.
- Maintain regular and predictable attendance.
Requirements
- High School Diploma required; additional vocational, technical, or business training preferred.
- Business school certificate or equivalent experience required.
- Minimum of 2 years of general secretarial experience with some administrative responsibilities required.
Skills and Abilities
- Strong verbal and written communication skills.
- Ability to maintain confidentiality and handle sensitive information.
- Excellent organizational and time-management skills.
- Proficiency in Microsoft Office 365 (Outlook, Word, Excel, PowerPoint) and CoPilot.
- Experience with Canva, Snagit, Camtasia, Power BI, Adobe PDF Pro, and AutoMailMerge is a plus.
Southern Farm Bureau Casualty Insurance Company ("the Company") is an equal opportunity employer and maintains a policy of non-discrimination with employees and applicants for employment. The Company will not discriminate on the basis of race, color, religion, sex, age, national origin, disability, marital status or any basis prohibited by State or Federal laws.
We are an equal opportunity Employer, M/F/D